Sales

Here are some examples of Sales workflows that you can import into your organization.

You can also search for more ready-made workflows in our premade workflow template library.

Cold Contacting a Prospect

Contact Prospects via Phone and Email

Investor Pitch

Closing The Sale Workflow

Sales Forecasting Workflow

Churn Prevention Process

Sales Training Process

• Learn the 5 stages of process building in our Getting started guide
• Watch helpful videos and webinars on our YouTube channel
• Learn about Process AI
• Collect info with Forms
• Organize data with Data Sets
• Document information and policies with Pages
• Get inspired by our Blog